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Changelog
See what's new in Perspectec - we're constantly improving our platform.
DataFrame Utilities Update
Updated dataframe processing utilities with improved numeric parsing and scale detection. Better handling of percentage and share count values.
Business Value:
Improves data accuracy in generated Excel models
Company Name Extractor Enhancement
Improved company name detection with support for Canadian companies and international tickers. Better fuzzy matching for company identification.
Business Value:
Improves accuracy of company identification in extractions
Combined Excel Generator
New generator for creating combined workbooks from multiple extraction sources. Supports both financial statements and supplemental schedules.
Business Value:
Enables comprehensive financial models from multiple data sources
Period Column Matcher
New service for matching fiscal periods to Excel template columns. Handles both calendar year (Q#/YY) and fiscal year (FQ#/YY) formats.
Business Value:
Ensures correct period alignment in populated templates
Template Database Service
Added database service for storing and retrieving user-defined account mappings. Supports learning from user corrections.
Business Value:
Enables persistent customization of account mappings
Enhanced PDF Document Processing and Extraction
Significant improvements to the document processing pipeline, including enhanced extraction of financial data, company information, and other key details from PDF earnings reports and financial filings.
Business Value:
Provides users with more accurate and comprehensive financial data to support their equity research and investment decisions.
Improved PDF Document Processing for Equity Research
Significant updates to the PDF document processing pipeline, including modified extractors, improved document detection, and enhanced handling of financial data. This enhances the accuracy and reliability of the AI-powered equity research platform.
Business Value:
Provides more accurate and comprehensive financial data extraction from SEC filings, enabling better informed equity research and investment decisions.
Improved PDF Extraction and Processing for Enhanced Equity Research
The document processing module has been significantly enhanced, enabling more accurate and robust extraction of financial data from earnings reports and other PDF documents. This improves the quality and reliability of the equity research platform.
Business Value:
Provides users with more accurate and comprehensive financial data to support their equity research and investment decisions.
Enhanced PDF Document Processing and Extraction
Significant improvements to the PDF document processing and extraction capabilities, including enhanced parsing of financial reports, earnings releases, and other key business documents.
Business Value:
Allows for more accurate and comprehensive extraction of financial data and insights from a wider range of source documents, improving the quality and depth of the equity research platform.
Improved Document Processing and API Features
Significant enhancements to the PDF extraction and parsing capabilities, as well as new API features for financial data and industry classification.
Business Value:
Faster and more accurate extraction of financial data from documents, enabling better investment insights and decision-making.